UTWO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +17.6% ·
net new positions -11.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -2 | 3.51M | $168.56M | +1 | −3 |
| Q1 2026 | 20 | +2 | 2.99M | $144.33M | +4 | −2 |
| Q4 2025 | 18 | 0 | 2.65M | $128.57M | — | — |
| Q3 2025 | 4 | +1 | 981.28K | $47.66M | +1 | — |
| Q2 2025 | 1 | — | 10 | $485 | — | — |
| Q4 2024 | 1 | +1 | 45.63K | $2.19M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.57M | +21.7% | $75.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.57M | +21.7% | $75.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 692.08K | -3.2% | $33.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Tidal Investments LLC | 285.25K | +2077.2% | $13.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 264.43K | +21.4% | $12.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 264.43K | +21.4% | $12.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 215.71K | +12.4% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 213.69K | +22.7% | $10.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 90.67K | -39.2% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 86.61K | -8.5% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 42.59K | +93.0% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 42.59K | +93.0% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 29.53K | -3.4% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 9.74K | +28.9% | $467,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 4.94K | +0.3% | $236,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.02K | 0.0% | $96,879 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 1.43K | 0.0% | $68,775 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 1.39K | 0.0% | $66,856 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 862 | New | $41,501 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 151 | -39.6% | $7,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 45 | -90.1% | $2,144 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $41,501 | 0.0% |
Exited
| Citadel Advisors | $2.09M | was 0.0% |
| Goldman Sachs Group | $1.30M | was 0.0% |
| Simplex Trading, Llc | $4,779 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 4.14M shares, $199.06M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.